Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.53%
Stock 100.5%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of July 31, 2026
Large 92.17%
Mid 7.30%
Small 0.53%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.79%    % Unidentified Markets: 0.10%

Americas 70.14%
69.50%
Canada -0.51%
United States 70.02%
0.64%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.48%
United Kingdom 6.21%
14.27%
Denmark 0.00%
France 3.18%
Germany 3.06%
Ireland 1.53%
Netherlands 0.73%
Spain 2.22%
Sweden 0.77%
Switzerland 2.78%
0.00%
0.00%
Greater Asia 9.28%
Japan 3.58%
0.00%
4.92%
Singapore 2.32%
Taiwan 2.60%
0.79%
China 0.79%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
28.02%
Materials
3.01%
Consumer Discretionary
6.60%
Financials
18.40%
Real Estate
0.00%
Sensitive
52.89%
Communication Services
6.56%
Energy
5.04%
Industrials
10.84%
Information Technology
30.44%
Defensive
19.09%
Consumer Staples
6.69%
Health Care
10.33%
Utilities
2.07%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available